Funds holding Dream Finders Homes Inc
ISIN US26154D1000 · United States
- Fund holders
- 195
- Of which ETFs
- 48 147 other funds
- Value held
- 219.1M $ 247.5K € · 1.9M SEK
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,664 | 78.8K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 5,397 | 75.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,173 | 75.5K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 5,158 | 75.3K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 4,778 | 86.3K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,700 | 84.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,603 | 67.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,520 | 62.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,400 | 61.2K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,328 | 63.2K $ | 0.02 % | as of Apr 30, 2026 ↗ |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,058 | 56.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 3,895 | 54.2K $ | 0.53 % | as of Mar 31, 2026 ↗ |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,881 | 54K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,815 | 55.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,763 | 52.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,583 | 49.9K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II | 3,388 | 61.2K $ | 0.23 % | as of Feb 28, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,386 | 47.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,347 | 46.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 3,287 | 45.8K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 3,236 | 47.2K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,973 | 43.4K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,750 | 49.7K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 2,624 | 36.5K $ | 0.03 % | as of Mar 31, 2026 ↗ |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,523 | 35.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,445 | 34K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,439 | 44.1K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,295 | 33.5K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,290 | 31.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| GMO U.S. Small Cap Value Fund GMO TRUST | 2,272 | 41.1K $ | 0.09 % | as of Feb 28, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,139 | 29.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 2,069 | 28.8K $ | 0.52 % | as of Mar 31, 2026 ↗ |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,010 | 28K $ | 0.02 % | as of Mar 31, 2026 ↗ |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,970 | 27.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1,897 | 34.3K $ | 1.21 % | as of Feb 28, 2026 ↗ |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,861 | 25.9K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,828 | 25.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,824 | 33K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| ProShares UltraPro Russell2000 ProShares Trust | 1,819 | 32.9K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 1,725 | 24K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,622 | 23.7K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,479 | 20.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Motley Fool Next Index ETF RBB Fund, Inc. | 1,421 | 25.7K $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,406 | 19.6K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,378 | 24.9K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 1,378 | 20.1K $ | 0.18 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,354 | 18.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,279 | 23.1K $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,204 | 21.8K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 1,176 | 16.4K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,165 | 16.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,154 | 16.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 1,114 | 15.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,113 | 15.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap Index Fund SHELTON FUNDS | 1,080 | 19.5K $ | 0.04 % | as of Feb 28, 2026 ↗ |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,007 | 14K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 946 | 13.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 827 | 11.5K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 827 | 11.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 800 | 11.1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 777 | 11.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 774 | 10.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALLCAP VALUE ProFunds | 724 | 10.1K $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 712 | 9.9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 701 | 9.8K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 683 | 12.3K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 656 | 9.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 643 | 9K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 531 | 7.8K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 473 | 8.5K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 444 | 6.2K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 387 | 5.4K $ | 0.06 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 331 | 4.8K $ | 0.01 % | as of Apr 30, 2026 ↗ |
| ProShares Ultra SmallCap600 ProShares Trust | 315 | 5.7K $ | 0.02 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 208 | 3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 197 | 2.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP VALUE PROFUND ProFunds | 196 | 2.9K $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 193 | 2.7K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 160 | 2.3K $ | as of Apr 30, 2026 ↗ | |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 157 | 2.3K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 155 | 2.8K $ | 0.00 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 154 | 2.2K $ | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 154 | 2.1K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 109 | 1.5K $ | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 99 | 1.4K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 75 | 1K $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 71 | 988.3 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 54 | 788.4 $ | 0.01 % | as of Apr 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 42 | 584.6 $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 34 | 473.3 $ | as of Mar 31, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 30 | 542.1 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 15 | 271.1 $ | 0.00 % | as of Feb 28, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 10 | 180.7 $ | 0.02 % | as of Feb 28, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 8 | 111.4 $ | 0.00 % | as of Mar 31, 2026 ↗ |
| ROLNIK CONVICTION, FI ROLNIK CAPITAL OWNERS, SGIIC, S.A. | 247.5K € | 4.57 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ROLNIK CONVICTION, FI ROLNIK CAPITAL OWNERS, SGIIC, S.A. | 4.57 % | as of Dec 31, 2025 ↗ |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 3.54 % | as of Mar 31, 2026 ↗ |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 3.04 % | as of Mar 31, 2026 ↗ |
| Bretton Fund PFS FUNDS | 2.12 % | as of Mar 31, 2026 ↗ |
| Invesco S&P SmallCap 600 GARP ETF Invesco Exchange-Traded Fund Trust II | 1.21 % | as of Feb 28, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 0.67 % | as of Mar 31, 2026 ↗ |
| Hoya Capital Housing ETF ETF Series Solutions | 0.67 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 0.55 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 0.53 % | as of Mar 31, 2026 ↗ |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 0.52 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 193 | -7 | 15,216,459 | -1.5 % |
| 2026Q1 | 200 | -4 | 15,455,610 | -5.8 % |
| 2025Q4 | 204 | +8 | 16,413,216 | -2.0 % |
| 2025Q3 | 196 | +4 | 16,740,912 | -1.3 % |
| 2025Q2 | 192 | 0 | 16,960,159 | -1.0 % |
| 2025Q1 | 192 | +19 | 17,134,169 | +35.1 % |
| 2024Q4 | 173 | -11 | 12,680,610 | +13.3 % |
| 2024Q3 | 184 | -11 | 11,190,094 | -3.8 % |
| 2024Q2 | 195 | +26 | 11,631,508 | +8.7 % |
| 2024Q1 | 169 | +26 | 10,700,977 | +2.7 % |
| 2023Q4 | 143 | 10,417,959 |
Institutional managers
184 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 4,673,429 | 65.1M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4,268,380 | 59.4M $ | as of Mar 31, 2026 |
| COOKE & BIELER LP | 2,779,002 | 38.7M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 1,876,795 | 26.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 1,689,876 | 23.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,449,308 | 20.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 718,591 | 10M $ | as of Mar 31, 2026 |
| Elgethun Capital Management | 505,378 | 7M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 499,587 | 7M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 497,727 | 6.9M $ | as of Mar 31, 2026 |
| Arcus Capital Partners, LLC | 475,282 | 6.6M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 415,013 | 5.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 346,867 | 4.8M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 344,796 | 4.8M $ | as of Mar 31, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 344,796 | 4.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 340,870 | 4.7M $ | as of Mar 31, 2026 |
| DENALI ADVISORS LLC | 338,282 | 4.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 329,678 | 4.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 311,738 | 4.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 274,859 | 3.8M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 246,369 | 3.4K $ | as of Mar 31, 2026 |
| UBS Group AG | 218,641 | 3M $ | as of Mar 31, 2026 |
| Bretton Capital Management, LLC | 170,500 | 2.4M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 164,377 | 2.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 151,980 | 2.1M $ | as of Mar 31, 2026 |
Declared shareholders of Dream Finders Homes Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Zalupski Patrick O. | 65.30 % | 59,814,230 | as of Mar 31, 2026 · SCHEDULE 13G |
| Cooke & Bieler L.P. | 8.20 % | 2,779,002 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Dream Finders Homes Inc". https://titelia.com/en/stocks/dream-finders-homes-inc-US26154D1000